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Connor, Clark & Lunn Investment Management Ltd. Top Holdings and 13F Report (2026)

About Connor, Clark & Lunn Investment Management Ltd.

Investment Activity

  • Connor, Clark & Lunn Investment Management Ltd. has $52.79 billion in total holdings as of June 30, 2026.
  • Connor, Clark & Lunn Investment Management Ltd. owns shares of 1,622 different stocks, but just 198 companies or ETFs make up 80% of its holdings.
  • Approximately 21.21% of the portfolio was purchased this quarter.
  • About 12.66% of the portfolio was sold this quarter.
  • This quarter, Connor, Clark & Lunn Investment Management Ltd. has purchased 1,526 new stocks and bought additional shares in 715 stocks.
  • Connor, Clark & Lunn Investment Management Ltd. sold shares of 572 stocks and completely divested from 207 stocks this quarter.

Largest Holdings

Royal Bank Of Canada
$2,260,819,710
Toronto Dominion Bank
$1,439,848,226
NVIDIA
$1,179,247,423
Enbridge
$1,117,352,735
Apple
$1,063,525,608

Largest New Holdings this Quarter

34959E109 - Fortinet
$110,109,593 Holding
89472Y107 - TREKOR METALS LTD
$90,259,585 Holding
04626A103 - ASTERA LABS INC
$77,980,197 Holding
675222400 - OCEANAGOLD CORP
$68,565,476 Holding
573874104 - Marvell Technology
$65,603,123 Holding

Largest Purchases this Quarter

Bank Of Montreal
1,749,052 shares (about $308.44M)
Broadcom
721,528 shares (about $272.56M)
Canadian Pacific Kansas City
2,193,094 shares (about $189.95M)
Apple
654,145 shares (about $189.28M)
Enbridge
3,205,322 shares (about $173.65M)

Largest Sales this Quarter

Micron Technology
218,972 shares (about $252.76M)
Bank of Nova Scotia
2,788,491 shares (about $241.76M)
LAM RESEARCH CORP
313,663 shares (about $135.92M)
Canadian Imperial Bank of Commerce
1,165,055 shares (about $134.03M)
UnitedHealth Group
293,536 shares (about $122.00M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofConnor, Clark & Lunn Investment Management Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$2,260,819,710$19,508,072 â–²0.9%10,928,9164.3%Finance
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$1,439,848,226$147,420,073 â–²11.4%11,854,1392.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,179,247,423$142,641,760 â–²13.8%5,893,5852.2%Technology
Enbridge Inc stock logo
ENB
Enbridge
$1,117,352,735$173,651,101 â–²18.4%20,624,5472.1%Energy
Apple Inc. stock logo
AAPL
Apple
$1,063,525,608$189,283,397 â–²21.7%3,675,4412.0%Technology
TC Energy Corporation stock logo
TRP
TC Energy
$977,975,500$114,272,532 â–²13.2%14,781,6691.9%Energy
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$927,601,832$38,020,083 â–²4.3%5,995,3641.8%Materials
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$916,774,161$134,027,782 â–¼-12.8%7,969,1861.7%Finance
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$816,551,288$36,325,537 â–²4.7%15,195,5421.5%Energy
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$802,982,742$189,949,515 â–²31.0%9,270,9721.5%Industrials
Invesco MSCI USA ETF stock logo
PBUS
Invesco MSCI USA ETF
$720,342,4840.0%9,625,1001.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$712,551,274$129,164,788 â–²22.1%2,989,6421.3%Consumer Discretionary
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$677,073,735$308,437,185 â–²83.7%3,839,4761.3%Finance
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$676,360,616$131,005,749 â–²24.0%5,674,2411.3%Industrials
SHOPIFY INC
$675,029,301$54,708,694 â–¼-7.5%5,906,1601.3%CL A SUB VTG SHS
CELESTICA INC
$674,198,879$64,562,371 â–²10.6%1,846,0321.3%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$635,732,018$90,179,823 â–²16.5%1,704,2841.2%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$579,279,626$272,557,202 â–²88.9%1,533,5001.1%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$571,413,545$23,317,320 â–²4.3%1,598,9411.1%Communication Services
Bank of Nova Scotia (The) stock logo
BNS
Bank of Nova Scotia
$567,278,124$241,760,332 â–¼-29.9%6,543,0501.1%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$559,442,690$153,680,593 â–²37.9%1,171,4361.1%Technology
ASML Holding N.V. stock logo
ASML
ASML
$547,694,821$134,860,159 â–²32.7%275,3011.0%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$499,512,071$252,757,189 â–¼-33.6%432,7440.9%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$482,052,359$2,296,645 â–¼-0.5%1,364,3120.9%Communication Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$426,519,806$23,566,357 â–²5.8%734,2270.8%Technology
Waste Connections, Inc. stock logo
WCN
Waste Connections
$414,480,670$135,858,703 â–²48.8%2,488,9030.8%Industrials
Cenovus Energy Inc stock logo
CVE
Cenovus Energy
$355,752,080$135,804,795 â–²61.7%14,283,6830.7%Energy
Visa Inc. stock logo
V
Visa
$353,393,678$61,543,141 â–²21.1%1,030,0320.7%Finance
LAM RESEARCH CORP
$335,596,752$135,919,588 â–¼-28.8%774,4600.6%COM NEW
Enerflex Ltd. stock logo
EFXT
Enerflex
$330,514,588$55,906,749 â–²20.4%13,471,7860.6%Energy
MDA SPACE LTD
$318,608,904$81,705,548 â–¼-20.4%7,726,6850.6%COM
Fortis stock logo
FTS
Fortis
$311,145,654$34,045,617 â–²12.3%5,436,6200.6%Utilities
Cameco Corporation stock logo
CCJ
Cameco
$301,990,380$73,068,284 â–¼-19.5%2,965,7210.6%Energy
BARRICK MNG CORP
$279,761,006$35,801,532 â–¼-11.3%7,615,8940.5%COM SHS
McDonald's Corporation stock logo
MCD
McDonald's
$266,563,774$60,302,106 â–²29.2%986,1410.5%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$265,319,288$138,674,082 â–²109.5%530,2250.5%Finance
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$264,652,432$11,804,977 â–²4.7%11,188,9120.5%Materials
Union Pacific Corporation stock logo
UNP
Union Pacific
$262,512,912$9,681,568 â–²3.8%965,1210.5%Industrials
Mastercard Incorporated stock logo
MA
Mastercard
$257,470,761$37,060,349 â–¼-12.6%501,3060.5%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$247,429,202$57,092,708 â–²30.0%2,681,5780.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$243,192,008$13,395,036 â–²5.8%431,7350.5%Communication Services
Chevron Corporation stock logo
CVX
Chevron
$239,707,525$56,541,731 â–²30.9%1,446,1120.5%Energy
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$236,174,221$154,932,930 â–²190.7%2,866,1920.4%Consumer Staples
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$233,409,565$96,236,445 â–²70.2%2,534,5810.4%Consumer Discretionary
Manulife Financial Corp stock logo
MFC
Manulife Financial
$230,450,833$18,042,186 â–¼-7.3%5,687,8440.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$229,811,192$71,142,557 â–²44.8%702,0780.4%Finance
HDFC Bank Limited stock logo
HDB
HDFC Bank
$228,720,491$72,482,105 â–²46.4%8,854,8390.4%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$220,238,778$37,235,718 â–²20.3%523,6300.4%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$207,971,567$100,201,582 â–¼-32.5%173,3920.4%Healthcare
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$206,667,657$78,937,483 â–²61.8%1,118,3920.4%Technology
Brookfield Corporation stock logo
BN
Brookfield
$205,981,546$4,512,195 â–¼-2.1%4,832,7340.4%Finance
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$203,510,065$63,460,730 â–²45.3%443,6090.4%Finance
Synopsys, Inc. stock logo
SNPS
Synopsys
$201,901,988$5,945,221 â–²3.0%452,6240.4%Technology
Baytex Energy Corp stock logo
BTE
Baytex Energy
$197,114,076$37,479,222 â–²23.5%49,180,5510.4%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$189,103,685$101,472,320 â–²115.8%751,4850.4%Healthcare
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$189,082,125$55,228,081 â–²41.3%1,682,5710.4%Materials
Quanta Services, Inc. stock logo
PWR
Quanta Services
$187,591,301$2,375,412 â–²1.3%260,5290.4%Industrials
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$184,806,185$102,953,920 â–¼-35.8%191,5090.4%Technology
Teck Resources Ltd stock logo
TECK
Teck Resources
$183,875,009$80,004,491 â–²77.0%3,090,3540.3%Materials
The Boeing Company stock logo
BA
Boeing
$181,092,092$42,178,314 â–²30.4%836,5690.3%Industrials
Bank of America Corporation stock logo
BAC
Bank of America
$180,595,774$7,206,546 â–¼-3.8%3,169,4590.3%Finance
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$180,537,698$84,984,056 â–¼-32.0%4,567,4580.3%Energy
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$176,256,652$6,792,826 â–¼-3.7%5,513,1890.3%Energy
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$174,768,874$9,781,167 â–¼-5.3%586,3350.3%Technology
Western Digital Corporation stock logo
WDC
Western Digital
$172,155,479$3,836,791 â–¼-2.2%269,5320.3%Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$171,009,144$90,867,598 â–¼-34.7%818,0690.3%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$169,559,550$13,275,255 â–¼-7.3%181,2560.3%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$168,490,296$80,243,268 â–²90.9%888,0530.3%Industrials
UNILEVER PLC
$165,443,026$82,843,436 â–²100.3%2,751,8800.3%SPON ADR NEW
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$165,359,563$42,221,851 â–²34.3%749,9640.3%Consumer Discretionary
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$162,942,857$14,457,836 â–²9.7%4,706,5190.3%Utilities
International Business Machines Corporation stock logo
IBM
International Business Machines
$161,236,815$68,928,227 â–²74.7%573,3680.3%Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$160,756,122$45,826,479 â–²39.9%480,1270.3%Industrials
Iamgold Corporation stock logo
IAG
Iamgold
$158,877,331$22,819,803 â–²16.8%10,042,4360.3%Materials
CSX Corporation stock logo
CSX
CSX
$154,489,373$64,661,190 â–²72.0%3,250,3550.3%Industrials
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$153,339,016$34,189,986 â–²28.7%1,855,5060.3%Finance
American Express Company stock logo
AXP
American Express
$153,185,307$33,631,521 â–²28.1%452,8760.3%Finance
RB Global, Inc. stock logo
RBA
RB Global
$152,994,480$22,493,123 â–²17.2%1,315,4950.3%Industrials
LINDE PLC
$151,626,484$94,605,357 â–²165.9%292,1850.3%SHS
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$149,106,736$38,339,249 â–²34.6%2,414,2930.3%Consumer Staples
Brookfield Infrastructure Partners LP stock logo
BIP
Brookfield Infrastructure Partners
$148,764,320$10,136,100 â–¼-6.4%4,077,1530.3%Utilities
ARISTA NETWORKS INC
$147,167,894$139,650,704 â–²1,857.8%866,3050.3%COM SHS
GSK PLC Sponsored ADR stock logo
GSK
GSK
$145,077,121$2,613,347 â–¼-1.8%2,767,5910.3%Healthcare
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$143,316,664$59,743,261 â–²71.5%1,977,6620.3%Consumer Discretionary
SLB Limited stock logo
SLB
SLB
$141,034,435$72,157,315 â–²104.8%3,033,6510.3%Energy
Baker Hughes Company stock logo
BKR
Baker Hughes
$139,003,691$43,967,822 â–²46.3%2,504,5710.3%Energy
TFI International Inc. stock logo
TFII
TFI International
$136,655,934$103,562,907 â–²312.9%950,3140.3%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$136,106,085$63,393,660 â–²87.2%898,3900.3%Consumer Discretionary
Sprott Inc. stock logo
SII
Sprott
$135,926,089$16,109,321 â–²13.4%1,203,5830.3%Finance
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$132,942,380$40,749,364 â–²44.2%579,0930.3%Finance
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$131,838,662$100,682,553 â–²323.2%632,4730.2%Materials
Pan American Silver Corp. stock logo
PAAS
Pan American Silver
$130,636,122$8,933,576 â–¼-6.4%2,916,9620.2%Materials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$124,940,910$116,587,625 â–²1,395.7%1,063,6890.2%Technology
Imperial Oil Limited stock logo
IMO
Imperial Oil
$122,207,453$13,182,259 â–¼-9.7%1,089,3790.2%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$121,942,517$122,002,368 â–¼-50.0%293,3920.2%Healthcare
CVS Health Corporation stock logo
CVS
CVS Health
$120,995,431$18,708,105 â–²18.3%1,169,6030.2%Healthcare
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$120,515,541$42,172,650 â–²53.8%1,916,2910.2%Materials
BLACKROCK INC
$119,985,380$55,266,623 â–²85.4%124,7820.2%COM
American Airlines Group Inc. stock logo
AAL
American Airlines Group
$119,627,791$42,817,046 â–²55.7%6,620,2430.2%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$119,018,007$22,450,883 â–¼-15.9%233,6160.2%Industrials

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